Family Office Administrator

CIBC • Toronto, ON

2d • Onsite

About The Position

The Family Office Administrator holds a critical role within the CIBC Family Office team. The primary purpose is to provide operational and tactical support to the MD and the Region Heads, ensuring the achievement of regional operational goals. The role coordinates and implements multiple management functions associated with the region’s daily business, delivering high-level service to internal and external clients through effective consulting with leadership and internal partners.
In addition, a key element of this role is supporting the MD’s national focus on building strategic partnerships across CIBC Capital Markets, Commercial Banking, Private Banking, Wood Gundy/PIC, and Imperial Service to drive new business to CIBC. The Administrator is responsible for capturing, analyzing, and presenting data that enables the MD to track and measure partnership success and present results to senior leadership.

Requirements

• Bachelor’s degree
• Experience in the banking industry
• Experience with data capture, analysis, and reporting to senior management
• Strong technical skills in Microsoft Office (Word, Excel, PowerPoint), CRM systems (e.g., Salesforce), and data presentation tools
• Strong organizational and administrative skills at a senior level
• Ability to handle multiple requests and varying degrees of priority
• Resourceful and exercise creative problem-solving skills
• Exemplary interpersonal and communication skills to interact with a wide range of individuals
• Ability to present complex information in a clear, actionable manner
• Developed influential skills to promote and elicit cooperation and consensus
• Bring your real self to work, and you live our values – trust, teamwork and accountability.

Nice To Haves

• Proactive approach to understanding and applying technological advances, including AI, to daily business.

Responsibilities

• Understand national and regional business goals, objectives, and operating environment; develop and implement plans to enable the business is meeting goals and objectives.
• Track and conduct follow-up on regional business initiatives, ensuring timely implementation and reporting requirements are met.
• Act as the single point of contact for all regional administrative activities.
• Manage day-to-day administrative activities in support of the Managing Director and Region Heads.
• Develop administrative procedures and processes as needed.
• Manage headcount and the allocation of human resources across the region.
• Oversee office business processes and act as a resource for business management issues (e.g., facilities/equipment procurement).
• Build strong partnerships with key support groups and business partners.
• Capture, track, and analyze partnership and client data across CIBC Capital Markets, Commercial Banking, Private Banking, Wood Gundy/PIC, and Imperial Service to support Family Office growth.
• Develop and maintain reporting structures and dashboards that enable the MD to monitor strategic partnership effectiveness, client acquisition, and business development initiatives.
• Present data and insights in a clear, actionable format for senior leadership review, supporting measurement of success and decision-making.
• Ensure regular contact with relationship managers and partners to collect relevant information for reporting and analysis.
• Proactively identify and recommend improvements to data capture and reporting processes, leveraging CRM systems and tools such as Salesforce, Excel, and PowerPoint.
• Coordinate with all levels of the organization to ensure tracking information and client opportunities are available to senior Wealth leadership in a prompt and accurate fashion.
• Conduct research and analysis on behalf of the MD and Region Heads as it relates to special projects that may influence strategic and/or operational initiatives.
• Analyze industry trends and client data to identify opportunities for attracting and retaining UHNW clients.
• Support the MD in developing strategies to earn new business and deepen existing client relationships.
• Serve as the primary point of contact and conduit for the flow of communication for the region.
• Collaborate with partners (Finance, HR, Compliance, Business Risk, Technology, Marketing, Product, Corporate Real Estate, Training & Development) to meet job requirements and resolve business issues.
• Champion CIBC’s values and provide support consistent with the highest quality standards and CIBC objectives.
• Resolve routine operational problems by investigating, analyzing, and providing informed opinions or recommendations.
• Modify established procedures and approaches to suit specific situations and escalate issues as required.

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level